Inside India - 01-Jun-26

Why It Matters

The Nvidia announcements and Taiwan’s surging tech rally signal continued demand for AI chips and supply-chain dominance that could reshape global computing and investment flows, while weakening reserves and Middle East tensions heighten risks for currency stability and oil markets. Investors and policymakers must balance AI-driven growth opportunities with geopolitical and macroeconomic volatility.

Summary

Nvidia CEO Jensen Huang kicked off GTC Taipei and the unofficial start of Computex with a lengthy keynote touting ‘agentic’ AI, a five-layer AI stack and a new consumer N1X chip that Microsoft-backed PCs are expected to run on, underscoring Taiwan’s central role in the AI supply chain. The AI boom has helped lift North Asian markets—Taiwan’s index and TSMC at record highs—while global risk remains elevated as Middle East ceasefire talks stall and US officials warn of possible renewed strikes on Iran. Oil prices ticked up after a steep May slide, and India-watchers noted the RBI’s forex reserves fell to a one-year low as it intervened to support the rupee ahead of this week’s policy meeting. Regional markets are therefore weighing strong tech-driven optimism against geopolitical and commodity-driven volatility into key US payrolls data later in the week.

Original Description

Inside India (11:00 – 12:00 SIN/HK) focuses on India’s rapid ascent as a global economic force, and takes a look at the people and businesses behind its meteoric rise.